YUM: Yum! Brands Inc (STOCK)
Basic Info 141.66 3.32(2.40%) May 16
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/17/1997 |
Last Dividend Date: | 02/20/2024 |
12-Mo. Yield | 1.80% |
Expenses | - |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/17/1997 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.7 | 9.0 | 4.0 | 7.8 | 9.0 | 15.8 | 17.3 | 16.6 | 16.2 | 3.9 | -6.0 | 30.1 | 9.8 | 11.4 | 14.6 | 31.1 | 71.7 | 2.5 | -1.7 | 16.2 | 14.6 | 22.8 | 43.3 | 13.8 | -16.0 | 32.3 | 26.8 | 0.2 | 37.8 | 42.0 | -1.5 | 49.1 | -14.6 | -22.9 | 72.5 | -0.2 |
Sharpe Ratio | NA | 0.86 | -0.12 | 0.19 | 0.26 | 0.55 | NA | NA | 0.49 | -0.02 | -0.31 | 1.66 | 0.22 | 0.64 | 0.67 | 2.27 | 1.94 | 0.07 | -0.08 | 0.74 | 0.57 | 0.91 | 1.92 | 0.4 | -0.36 | 1.23 | 1.02 | -0.09 | 1.7 | 1.62 | -0.06 | 1.61 | -0.37 | -0.6 | 1.72 | -0.11 |
Draw Down(%) | NA | 6.2 | 16.1 | 23.1 | 52.2 | 52.2 | NA | NA | 67.7 | 17.9 | 23.1 | 9.4 | 46.8 | 17.9 | 11.8 | 8.0 | 10.8 | 28.6 | 18.8 | 12.4 | 15.8 | 15.4 | 12.3 | 28.1 | 45.5 | 14.9 | 16.0 | 12.2 | 9.6 | 13.4 | 35.2 | 20.2 | 38.5 | 51.4 | 18.4 | 19.8 |
Standard Deviation(%) | NA | 15.5 | 16.0 | 19.3 | 25.7 | 25.9 | NA | NA | 30.2 | 16.2 | 24.2 | 18.1 | 43.2 | 15.6 | 19.7 | 13.5 | 36.9 | 33.5 | 21.3 | 21.9 | 25.9 | 25.1 | 22.5 | 34.0 | 46.4 | 24.0 | 23.1 | 21.6 | 21.7 | 25.5 | 42.8 | 29.6 | 49.9 | 43.3 | 40.2 | 37.7 |
Treynor Ratio | NA | 0.25 | -0.03 | 0.05 | 0.08 | 0.18 | NA | NA | 0.19 | -0.01 | -0.11 | 0.44 | 0.11 | 0.21 | 0.18 | 0.41 | 0.74 | 0.02 | -0.02 | 0.19 | 0.15 | 0.3 | 0.44 | 0.16 | -0.19 | 0.31 | 0.21 | -0.02 | 0.4 | 0.52 | -0.06 | 1.25 | -0.26 | -0.39 | 0.83 | -0.06 |
Alpha | NA | 0.0 | -0.06 | 0.0 | -0.01 | 0.03 | NA | NA | 0.04 | -0.04 | 0.03 | 0.04 | -0.01 | -0.01 | 0.07 | 0.05 | 0.2 | 0.02 | -0.05 | -0.03 | 0.01 | 0.08 | 0.09 | -0.02 | 0.1 | 0.1 | 0.04 | -0.01 | 0.1 | 0.07 | 0.07 | 0.19 | 0.0 | -0.13 | 0.16 | -0.02 |
Beta | NA | 0.53 | 0.65 | 0.68 | 0.78 | 0.81 | NA | NA | 0.79 | 0.6 | 0.69 | 0.69 | 0.91 | 0.48 | 0.73 | 0.74 | 0.96 | 1.03 | 1.08 | 0.86 | 0.99 | 0.76 | 0.98 | 0.88 | 0.87 | 0.94 | 1.1 | 0.79 | 0.91 | 0.79 | 0.48 | 0.38 | 0.73 | 0.66 | 0.84 | 0.68 |
RSquared | NA | 0.16 | 0.22 | 0.37 | 0.41 | 0.29 | NA | NA | 0.26 | 0.24 | 0.48 | 0.24 | 0.5 | 0.15 | 0.4 | 0.13 | 0.09 | 0.24 | 0.34 | 0.19 | 0.24 | 0.5 | 0.61 | 0.49 | 0.58 | 0.39 | 0.23 | 0.14 | 0.21 | 0.28 | 0.09 | 0.08 | 0.1 | 0.08 | 0.18 | 0.17 |
Yield(%) | N/A | 0.5 | 1.8 | 1.9 | 2.0 | 3.1 | 5.6 | 8.6 | N/A | 1.9 | 1.7 | 1.9 | 1.8 | 1.8 | 1.8 | 1.9 | 2.6 | 2.3 | 2.0 | 2.1 | 2.0 | 2.1 | 2.5 | 2.5 | 1.8 | 1.8 | 1.1 | 1.0 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -72.1 | 7.3 | 43.7 | 52.5 | 198.5 | N/A | N/A | N/A | 5.3 | 14.0 | 6.4 | 11.9 | 16.7 | 20.0 | -11.8 | 13.3 | 9.1 | 11.1 | 17.9 | 13.5 | 17.5 | 10.5 | 14.0 | 31.6 | 111.1 | 12.5 | 100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/17/1997
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